1. Navigate to the Select Patients magnifying glass for the Patient Selector
2. Select a patient and then click on the patient’s initials on the left-hand side of the screen
3. Select Goal Plans
4. In the Goal Plan screen, select the needed Score Sheet
5. Click Assign at the top of the screen. The “Assign” pop-up will display.

6. In the “Assign” pop-up, click the Appointment Type drop-down and select the appointment type

• Select Appointment and then click the + in the upper right-hand corner to display the “Search Appointments” filter, which filters by:
  • Date range (From and To)
  • Assigned Employee

7. Click Select and then Add. The Score Sheet is now assigned to the appointments and will appear in the appointment list for Scout users.

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